Products and Services

As part of your planning process, we explore the following services to determine the best fit for your lifestyle.


  • Advisory
  • Equities/Stock
  • Exchange-Traded Funds (ETFs)
  • Fixed Income/Bonds
  • Money Market Funds
  • Mutual Funds
  • Options
  • Unit Investment Trust (UITs)

Access to Lending Services Through Wells Fargo Affiliates

Institutional Consulting Endowments

  • Foundations
  • Charitable Techniques
  • Philanthropic Values for the The Next Generation


  • Disability
  • Life
  • Long-term Care


  • Estate Planning Strategies
  • Education Planning
  • Envision® Plans
  • Philanthropic Planning
  • Retirement & Retirment Income Planning

Alternative Investments

  • Charitable Gift Funds
  • Hedge Funds
  • Managed Futures
  • Private Capital
  • Private Equity

Business Succession Planning

  • Understand Personal & Business Objectives
  • Implement Appropriate Risk Managment Tactics
“We act as the extra family member who always has time to take your call and help out.”
Elizabeth Mannen